Parcion Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Parcion Private Wealth’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,810	Closed	-$342K	–	215
2022 Q1	$342K	Hold	7,810	–	–	0.03%	162
2021 Q4	$352K	Sell	7,810 -150	-2%	-$6.53K	0.03%	156
2021 Q3	$359K	Hold	7,960	–	–	0.03%	163
2021 Q2	$364K	Hold	7,960	–	–	0.04%	156
2021 Q1	$353K	Hold	7,960	–	–	0.04%	154
2020 Q4	$327K	Hold	7,960	–	–	0.04%	151
2020 Q3	$279K	Hold	7,960	–	–	0.04%	156
2020 Q2	$307K	Sell	7,960 -241	-3%	-$8.49K	0.05%	151
2020 Q1	$264K	Buy	8,201 +50	+0.6%	+$2.03K	0.07%	149
2019 Q4	$373K	Buy	+8,151	New	+$354K	0.08%	139

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parcion Private Wealth's DEM Position: Q2 2022 in Review

Parcion Private Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2022, closing a stake of 7,810 shares — an estimated $342K sold.

Parcion Private Wealth first reported a position in DEM in Q4 2019 and held it in 10 quarters. The position peaked at $373K in Q4 2019. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

Parcion Private Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2022 after selling out during the quarter.
Parcion Private Wealth sold 7,810 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $342K.
Parcion Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 10 quarters.
Parcion Private Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $373K in Q4 2019.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Parcion Private Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.